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Knowledge base
Frequently Asked Questions
Getting Started
10
Getting Started Guidebook
Getting Started: How do I sign up for Workato?
Getting started: Workato Reference Guide
Getting Started: Can I use my app's (Salesforce, Slack, Google etc.) credentials to log in?
Getting Started: What are recipes in Workato?
See all 10 articles
Account and Billing Enquiries
9
Accounts FAQ: How do I terminate my Workato Subscription plan?
Accounts FAQ: Why Is My Account Email Changing Unexpectedly?
Accounts FAQ: How do I reset my Workato password?
Accounts FAQ: How do I manage my clients' accounts?
Accounts FAQ: I am a Workato embedded widget user, how do I get my Workato password?
See all 9 articles
Glossary of terms
20
Glossary
Glossary: Actions
Glossary: Active Recipes
Glossary: Adapters/apps
Glossary: App Data / Data Pills
See all 20 articles
Pricing
7
Pricing FAQ: What are the Workato pricing plans?
Pricing FAQ: How do I upgrade my account?
Pricing FAQ: What are the limitations of the Community plan?
Pricing FAQ: Which plan should I opt for if I am a consultant?
Pricing FAQ: What apps can I connect to under my Workato Plan?
See all 7 articles
Recipe 101
Recipe Basics
16
Recipe Basics: What is a Recipe? - Components of a recipe in Workato
Recipe Basics: How do I create or make a copy of a recipe?
Recipe basics: App Connections - How do I connect to Apps? Why do I need it?
Recipe Basics: Understanding App Data and Field Mapping
Recipe Basics: Understanding the Recipe Trigger
See all 16 articles
Building and Modifying Recipes
18
Building Recipes: What is Indentation and why is it important?
Building Recipes: Handling Custom fields in applications
Building Recipes: Why is my app data incomplete or lacking in sample data?
Building Recipes: How to Test your Recipe, and why should I do it?
Building Recipes: Custom job reports
See all 18 articles
Advanced Recipe-building (Formula Mode)
27
Formula Mode: What is it, and how do I use it?
Formula Mode: List of common formulas (operators) and how to use them
Formula Mode: String functions
Formula Mode: Date functions
Formula Mode: Operators for Numbers
See all 27 articles
General Best Practices
8
Naming and managing your recipes
Adding Descriptions and Comments on Your Recipes. Markdown support.
Setting up and managing App Connections
Building your recipe iteratively
General Best Practices: How to prevent duplicate records from being created
See all 8 articles
Troubleshooting Recipe Errors
7
Troubleshooting: How do I deal with my failed jobs?
Troubleshooting: How do I repeat a job? Should I rerun or repeat jobs? Will it create duplicates?
Troubleshooting: Trigger not working
Troubleshooting: Conditional/Repeat Action not working properly
Troubleshooting: How do I undo the changes I have made to a recipe to go back to a previous version?
See all 7 articles
Recipe FAQs
16
Who can build recipes?
Will triggers pick up trigger events more than once?
Can I work with multiple apps within a recipe?
How often do recipes check for trigger events?
What does "Clear step output" in the Repeat Action do?
See all 16 articles
App Resources
Common Use Cases
10
Quickbase sync with SQL Server
Scheduled QuickBase query Data sync with SFTP (creates CSV and uploads to SFTP)
Salesforce to Box CSV Upload
Salesforce Case sync with on-prem SQL Server
Scheduled Salesforce Query for contacts creates CSV and uploads to SFTP
See all 10 articles
Generic Errors
10
Generic Error: App is not connected
Generic Error: (Missing field value) in conditional action
Generic Error: Connection errors. Some connections were broken.
Generic Error: Exception: Error calculating input for field 'title': Formula received a nil value: undefined method `+' for nil:NilClass
Generic Error: Extended Schema Error
See all 10 articles
Workbot for Slack
14
Workbot for Slack: Getting Started with Workbot
Workbot for Slack: Customize or Create Your Own Workbot commands
Workbot for Slack: Tips and Tricks for using Workbot
Workbot for Slack: Making connections to Workbot
Workbot for Slack: Things to look out for when using Workbot
See all 14 articles
Box
4
Box: Collaborator Roles and Permissions
Box: Access Levels for Shared Links
Box: Working with Attachments in Box
Box: How to get shared link of your file
Concur
3
Concur: Troubleshooting Step Failures - Create list item
Concur Error: 401 or 503 errors because of privilege
Why don't I see my expense sheet custom fields in Workato?
Dropbox
1
Dropbox: Working with Attachments
Eventbrite
1
Eventbrite: Recipe not picking up trigger events
Evernote
0
Google Sheets
7
Google Sheets: Search by Query
Google Sheets: Reading/Processing rows from Google Sheets
Google Sheets: Updating a row
Google Sheets Error: 400 Bad Request: Invalid query parameter value for sq.
Google Sheets Error: 'Blank Rows' or No Column Headers Error
See all 7 articles
Google Calendar
3
Google Calendar Error: 404 Resource Not Found
Google Calendar: Why does my date appear wrongly in Google Calendar?
Google Calendar: Where do I find Google Calendar Event ID required when updating a Google Calendar Event?
HTTP
22
HTTP: Using the HTTP adapter
HTTP: What are the Response Types When Using the HTTP Connector?
HTTP: How to get Response Body Example for HTTP Triggers/Actions?
HTTP: Connecting to your application's API
HTTP: Building an action on the HTTP or HTTP (OAuth2) connector
See all 22 articles
Infusionsoft
5
Infusionsoft : What is a payment plan?
Infusionsoft : List of Item types
Infusionsoft Error: Manual payment amount exceeds the amount due on the invoices being processed
Infusionsoft Error: Please enter non-re-marketable contact
Infusionsoft Error: Infusionsoft Field not found
Intacct
3
Intaact: Rolling up of credit/debit lines in journal entries using recipes
Enable auto numbering of Vendor/ Invoice/ Customer ID in Intacct
Establishing an Intacct Connection with Workato using a XML Gateway/API Access User
JIRA
5
JIRA: 404 error when making a connection
How to Deal With JIRA Listbox Fields
Working with Attachments in JIRA
JIRA Error Message: Connection Host Name
Creating a real-time trigger in JIRA without global permissions
LinkedIn
1
How to use action "Send message to 1st degree connection in LinkedIn" - Troubleshooting public profile url
Mail
1
Can My Recipe Send An Email Using My Email Address (Not mailer@workato.com)?
Mailchimp
2
Mailchimp Error: User permissions required to access Mailchimp. 500 error
Why are my subscribers not getting adding to my MailChimp list? The double opt-in option in MailChimp
Marketo
1
Connecting to Marketo
Microsoft Dynamics CRM
1
Registering Microsoft Dynamics CRM App via Azure Active Directory (Cloud Instance)
Netsuite
3
Search functions in Netsuite
Netsuite: Connections being broken (Update to new Netsuite API)
How to successfully sync date fields in Netsuite
People Task
0
Quickbase
12
QuickBase: Getting Started with QuickBase + Workato
Quickbase: Triggers
Quickbase: List of Actions
Quickbase: Search and Update actions
Quickbase: Syncing to multiple Quickbase instances
See all 12 articles
QuickBooks Desktop
1
Does Workato Support QuickBooks Desktop
QuickBooks Online
33
Troubleshooting Step Failures - Create invoice
Display Name in QuickBooks must be unique across customer, employee and vendor.
Custom fields are not showing up for QuickBooks invoice
Working with QuickBooks line items (Summary Line)
Quickbooks Online Error: Accounts Period Closed
See all 33 articles
Replicon
3
Troubleshooting Step Failures - Add line item to expense sheet
Troubleshooting Step Failures - Create expense sheet
Troubleshooting Step Failures - Create project
RingCentral
1
How do I know my RingCentral permissions?
Salesforce
29
How to search based on custom object and/or fields in Salesforce?
Understanding Salesforce IDs
Connecting a recipe to Salesforce Sandbox.
Improving SOQL Query performance with Indexed fields
Working with Attachments in Salesforce
See all 29 articles
Scheduler (Previously: Clock)
2
Scheduler: How To Use the Scheduler Trigger
Scheduler: How to create custom wait times
ServiceNow
3
What permissions do I need to connect to the ServiceNow connector?
ServiceNow - Can't find my table from the table dropdown menu?
ServiceNow error: 784: Unexpected Token
Shopify
5
Shopify Error: Exception: 422 Unprocessable Entity
Shopify Error: 429 Too Many Requests
Shopify : What is Product Variant?
Shopify : What are Metafields?
Shopify : Abandoned checkouts
SMS
0
SurveyMonkey
6
Sending SurveyMonkey surveys when case is closed in Salesforce
Sending email invitations to surveys via Workato
Sending SurveyMonkey surveys when case is closed in Salesforce
SurveyMonkey: Send Survey via Email and Wait for Response- Test vs. Start Recipe
Working with : SurveyMonkey
See all 6 articles
Utilities
3
Utilities : Creating a List
Utilities : Parse JSON or XML Document
Workato Utilities: XML: How to Parse Data as a Number (Integer), and Other Data Types
Watson Tone Analyzer
1
What is Watson Tone Analyzer? How do you use it?
Workato Admin
0
Workato Recipe
0
Xero
7
Xero - Triggers and Actions supported. App Specific behavior
How Do I Sync Products To Different Xero Accounts?
Sales Tax Type when Create/Update Items in Xero
Xero API Usage Limit
Xero Error: 401 Unauthorized
See all 7 articles
Zendesk
7
Zendesk : Searching tickets
Zendesk: Uploading Attachments into Zendesk
Zendesk update does not update the record if there is no change
Zendesk Error Message: 422 Unprocessable Entity
Zendesk : Assigning user to Organization(s)
See all 7 articles
Intercom
1
Intercom: Migration from API keys to OAuth - reconnection guide
Workday
1
Workday Report as a Service Setup
Integration Solutions
Salesforce Connect from Workato
1
What is Salesforce Connect from Workato?
Google Sheets Connect by Workato
1
What is Google Connect by Workato?
Solution Guides
7
Working with: Google Sheets
Working with: CSV Files
Bi-directional syncing Eventbrite to Salesforce
Creating tiered customers in QuickBooks
How to use People Task
See all 7 articles
Zendesk Connect from Workato
1
What is Zendesk Connect from Workato?
Twilio Connect from Workato
1
What is Twilio connect from Workato?
Zoho CRM Connect by Workato
1
What is Zoho CRM Connect by Workato?
Infusionsoft-Xero Connect powered by Workato
15
Infusionsoft-Xero ebook
[Video]: Infusionsoft-Xero Connect Overview
[Video]: Sync Infusionsoft & Xero Contacts
[Video]: Sync Infusionsoft and Xero Invoices + Payments
[Video]: Sync Infusionsoft and Xero Products and Items
See all 15 articles
Infusionsoft-QuickBooks Online Connect powered by Workato
17
Infusionsoft-QuickBooks Online ebook
[Video]: Infusionsoft-QuickBooks Connect Overview
[Video]: Infusionsoft-QuickBooks Online Products Sync
[Video]: Infusionsoft-QuickBooks Online Contacts Sync
[Video]: Infusionsoft-QuickBooks Online Invoice Sync
See all 17 articles
Salesforce Connect for Xero
1
Salesforce Connect for Xero
Replicon Connector for Concur
2
Why are my expenses not assigned to a project in Replicon?
What is the error "invalid code" that I get when I try to sync my clients or projects?
Freshbooks Connect by Workato
5
Overview document
1. New/updated invoice in FreshBooks will create/update Invoice in Xero
2. New/updated invoice in Xero will create new Invoice in FreshBooks or Approve Existing Invoice
3. New/updated client in FreshBooks will Create/Update in Xero contact
4. Sync new/updated Xero contact to FreshBooks client
Salesforce JIRA Connect by Workato
5
1. Case created/updated in Salesforce will create/update issue in JIRA
2. New issue from JIRA creates Case in Salesforce
3. Sync case comments in Salesforce to JIRA issue
4. Closed JIRA issues closes Salesforce Case
5. Closed Case in Salesforce will Close JIRA issue
Partners, Developers & Certifications
Developer
1
Schema Definition
Content Library
Feature Updates
3
July 2016: Summary of new features and connectors
All you need to know about Lookup Tables
Jan 2017: Summary of new features and connectors
Video: Tutorial Series
13
Video Tutorial: How to Create a Workato Recipe
Video Tutorial: Search for Recipes
Video Tutorial: Mapping Input Fields
Video Tutorial: Descriptions and Comments
Video Tutorial: Copy Recipes
See all 13 articles
eBooks
1
Salesforce + QuickBooks Online Solution
Community forums
Showing recent updates
Start a new topic
News & Updates
Annoucements
4
July 2016 Update - new features and connectors.
Posted by
Bhaskar Roy
,
10 months ago
Announcing the 'Troubleshooting Workato Recipes' Webinar Series
Posted by
Phuong Nguyen
,
over 1 year ago
Annoucing the 'Introduction to Workato' Webinar Series
Posted by
Phuong Nguyen
,
over 1 year ago
See all 4 topics
What's New in Workato?
6
New Actions on Google Sheets (Search by query & Update an existing row)
Posted by
Allan Teng from Workato
,
over 1 year ago
,
Last Reply
by Carlos Santos
4 months ago
July 2016 update - new features and connectors
Posted by
Bhaskar Roy
,
10 months ago
Trigger Filters: Getting more done with fewer transactions
Posted by
Phuong Nguyen
,
about 1 year ago
See all 6 topics
Recipe Highlights
2
[Quickbooks] 4 Essential Connections for Every Business Owners
Posted by
Phuong Nguyen
,
over 1 year ago
Recipe: CSV Files to create Statistical Journal Entries in Intacct.
Posted by
Adam Goh
,
over 1 year ago
Tips & Tricks
13
ServiceNow Table addition
Posted by
Adam Goh
,
over 1 year ago
Using Lookup Tables and Try-catch method to track and manage errors on Workato
Posted by
ryan
,
3 months ago
,
Last Reply
by ryan
24 days ago
Empty Value Error? No more!
Posted by
Adam Goh
,
over 1 year ago
See all 13 topics
Q & A
Applications
21
Zoho EU Server Connection
Posted by
paul.goldsmith
,
about 1 month ago
,
Last Reply
by Amanda Wong
11 days ago
HTTP OAuth2 for Slack
Posted by
Saul Macht
,
about 1 month ago
,
Last Reply
by Ee Shan Sim
18 days ago
docParser URL input
Posted by
Leslie Sutton
,
23 days ago
,
Last Reply
by Patricia Andrea Guevarra from Workato
23 days ago
See all 21 topics
Recipe Building
40
JIRA and Trello recipes
Posted by
Ben
,
5 days ago
,
Last Reply
by Patricia Andrea Guevarra from Workato
3 days ago
Pill gets broken
Posted by
Saul Macht
,
9 days ago
,
Last Reply
by Patricia Andrea Guevarra from Workato
9 days ago
Creating a list of values from multiple locations or across different conditions
Posted by
Saul Macht
,
about 1 month ago
,
Last Reply
by Patricia Andrea Guevarra from Workato
10 days ago
See all 40 topics
Recipe Errors
18
Error parsing CSV file
Posted by
Saul Macht
,
1 day ago
PDF file from Google Drive
Posted by
Saul Macht
,
24 days ago
,
Last Reply
by Amanda Wong
24 days ago
Error when creating attachment in Salesforce
Posted by
Saul Macht
,
24 days ago
,
Last Reply
by Amanda Wong
24 days ago
See all 18 topics
Formula Mode
19
How to split string into a list of elements that I can iterate through?
Posted by
Saul Macht
,
about 1 month ago
,
Last Reply
by Amanda Wong
10 days ago
Convert Epoch time to Date-time
Posted by
Saul Macht
,
10 days ago
,
Last Reply
by Amanda Wong
10 days ago
Date Formula (Less than a date)
Posted by
Scott Talarico
,
26 days ago
See all 19 topics
Report a problem
11
Recipe trigger using scheduler fires about 5 min later every day
Posted by
Saul Macht
,
17 days ago
,
Last Reply
by Amanda Wong
17 days ago
BUG reports for Expert Hour Calendar feature
Posted by
Heather Stupi
,
4 months ago
,
Last Reply
by Amanda Wong
23 days ago
Workbot with MS Teams Salesforce
Posted by
Mats Ericson
,
about 1 month ago
,
Last Reply
by Amanda Wong
23 days ago
See all 11 topics
Other Questions
8
Custom Connector - Box File Upload API - Post form data
Posted by
AtlasIdentity
,
23 days ago
Account Password when I'm using Google SSO
Posted by
Saul Macht
,
about 1 month ago
,
Last Reply
by Patricia Andrea Guevarra from Workato
about 1 month ago
How to downgrade/ upgrade your Workato subsciption
Posted by
Saul Macht
,
about 1 month ago
,
Last Reply
by Patricia Andrea Guevarra from Workato
about 1 month ago
See all 8 topics
Ideas
New Applications
120
[Read Me] A Short Introduction to the Ideas Forum
Posted by
Phuong Nguyen
,
over 1 year ago
Avaza
Posted by
Diana Simmons
,
2 days ago
PandaDoc Connector
Posted by
Scott Hollrah
,
28 days ago
See all 120 topics
Application Enhancements
210
[Read Me] A Short Introduction To The Ideas Forum
Posted by
Phuong Nguyen
,
over 1 year ago
Enable IP address whitelisting for MySQL connector
Posted by
Rinse Gijsman
,
about 3 hours ago
Search for Outlook Event by ID
Posted by
Ashley Corbetta
,
about 4 hours ago
See all 210 topics
Core Product Features
59
[Read Me] A Short Introduction To The Ideas Forum
Posted by
Phuong Nguyen
,
over 1 year ago
Formula to convert epoch(UNIX) date stamp
Posted by
Raghu K
,
10 days ago
,
Last Reply
by Chandra
6 days ago
Recipe folders basic navigation
Posted by
Carlos Santos
,
17 days ago
,
Last Reply
by Carlos Santos
16 days ago
See all 59 topics
Other Ideas
7
[Read Me] A Short Introduction To The Ideas Forum
Posted by
Phuong Nguyen
,
over 1 year ago
Create a Trust or Status page
Posted by
Jeremy Farber
,
22 days ago
,
Last Reply
by Patricia Andrea Guevarra from Workato
21 days ago
Please allow me to default the shown filtered recipes
Posted by
Paul Hutcherson
,
about 1 month ago
See all 7 topics